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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,233 | $158,852-16.8% | $121,220+9.1% | $135,380-2.3% |
| Participation rate | 42.9% | 79.3%-36.5pp | 71.8%-28.9pp | 82.6%-39.8pp |
| Annual return | -6.65% | -0.64%-6.0pp | 16.94%-23.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,458 | $4,006+36.3% | $3,345+63.2% | $5,609-2.7% |
| Admin fee / account holder | $831 | $6,515-87.2% | $5,021-83.5% | $10,828-92.3% |